Technical Client Advisor

Charles IT•Stamford, CT

3d•Hybrid

About The Position

Charles IT is seeking a knowledgeable, client-focused Technical Client Advisor to serve as a trusted partner to assigned clients. The role connects client business goals with technology strategy and provides guidance on technical challenges, escalations, and long-term IT planning. The successful candidate builds lasting client relationships, communicates effectively, collaborates across teams, and demonstrates strong organization and attention to detail. The position includes strategic IT planning, client technology assessments, roadmap development, technology budget oversight, and support for compliance initiatives. It also involves advising internal team members and ensuring client technology strategies align with industry best practices, security standards, and applicable regulatory requirements. The role may require an average of approximately 47 hours per week, including occasional evening client dinners and industry events. The role is eligible for a hybrid work schedule after successful completion of a 60-day onboarding period. Charles IT describes its workplace as inclusive, collaborative, people-first, and committed to supporting professional growth and work-life balance.

Requirements

At least 5 years of experience in IT consulting, account management, or technical leadership; managed service provider experience is preferred.
Demonstrated experience in strategic IT planning, technology budgeting, and working directly with C-suite executives and business leaders.
Strong business acumen and ability to translate business objectives into effective technology strategies and solutions.
Excellent organizational, multitasking, and prioritization skills, with strong follow-through in a fast-paced, collaborative environment.
Self-motivated and detail-oriented, with the ability to manage responsibilities independently and with minimal supervision.
Ability to work an average of approximately 47 hours per week, including occasional evening client dinners and industry events.
Valid U.S. driver's license.
Must successfully pass a background check.

Nice To Haves

Relevant industry certifications such as MCSA, VCP, or CCNA.
Familiarity with ConnectWise, Cisco, Meraki, Datto, VMware, Microsoft 365, and advanced macOS support.
Experience in a managed service provider (MSP) environment.

Responsibilities

Serve as a trusted technology advisor, aligning client IT strategies with business objectives and long-term growth plans.
Communicate technology recommendations, risks, and strategic initiatives to technical teams and executive stakeholders.
Assess client environments to identify opportunities to improve security, scalability, performance, and operational efficiency.
Develop and maintain IT roadmaps, lead strategic business reviews, oversee technology budgets, and support compliance initiatives.
Build and maintain client relationships as the primary point of contact for strategic guidance, issue resolution, and escalations.
Collaborate with internal technical teams to identify client needs, define project scope, and prioritize technology initiatives.
Provide guidance and mentorship to internal team members while promoting collaboration across departments.
Ensure client technology strategies align with industry best practices, security standards, and applicable regulatory requirements.
Perform other duties as assigned.